SALT Holding Corp.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), SALT Holding Corp. reported 7 stock positions worth $65.3 million. Its top holding was Vodafone Group PLC-SP ADR (VOD) at 59.2% of the portfolio, followed by Ferrari (RACE, 32.0%) and Stmicroelectronics NV-NY SHS (STM, 3.5%). Compared with Q1 2025, it opened 1 new position, sold out of 6, added to 2 and reduced 3. The biggest buy was Vodafone Group PLC-SP ADR (VOD, shares +3040%) and the biggest sale an exit from ASML Holding NV-NY Reg SHS (ASML).
- Most Recent 13F
- Q2 2026
- Location
- WILMINGTON, DE
- CIK
- 0001996109
- Portfolio Value
- $65.3M (Q2 2025)
- SEC Filing
- 0001996109-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $65.3M
| VOD Vodafone Group PLC-SP ADR | 59.18% | 3,623,500 | $38.6M | Add +3039.6% |
| RACE Ferrari NV | 31.95% | 42,500 | $20.9M | Add +41.6% |
| STM Stmicroelectronics NV-NY SHS | 3.54% | 75,900 | $2.3M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 2.61% | 24,684 | $1.7M | Reduce -38.3% |
| LOGI Logitech International-Reg | 1.35% | 9,763 | $880K | Reduce -96.6% |
| MT Arcelormittal-NY Registered | 0.95% | 19,700 | $622K | No change |
| ARGX Argenx SE - ADR | 0.42% | 500 | $276K | Reduce -56.5% |
Portfolio Sells Q1 2025 → Q2 2025
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −34.02 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −22.06 |
| LOGI Logitech International-Reg | Reduce -96.6% | 1.35% | −20.97 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −3.25 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −1.04 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.35 |
| FRO Frontline PLC | Sold out | 0.00% | −0.33 |
| ARGX Argenx SE - ADR | Reduce -56.5% | 0.42% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -38.3% | 2.61% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $188.8M | VOD, RACE, AZN, NOK, BUD |
| Q1 2026 | 23 | $162.8M | VOD, RACE, AZN, BUD, NVS |
| Q4 2025 | 19 | $126.7M | VOD, RACE, AZN, BUD, NOK |
| Q3 2025 | 13 | $79.2M | VOD, RACE, BUD, DEO, STM |
| Q2 2025 | 7 | $65.3M | VOD, RACE, STM, NVO, LOGI |
| Q1 2025 | 12 | $107.9M | ASML, LOGI, RIO, RACE, GSK |
| Q4 2024 | 11 | $78.5M | ASML, RIO, LOGI, NVO, GSK |